See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,283 | $80,968+49.8% | $96,544+25.6% | $75,163+61.4% |
| Participation rate | 93.3% | 71.8%+21.6pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 11.62% | 27.06%-15.4pp | 25.84%-14.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $3,207 | $2,282+40.6% | $2,965+8.2% | $2,670+20.1% |
| Participant deferral / active EE | $5,085 | $3,928+29.5% | $4,851+4.8% | $4,125+23.3% |
| Admin fee / account holder | $2,059 | $6,724-69.4% | $8,252-75.1% | $5,651-63.6% |